do, that buying time is the watch word, and i think that makes the markets nervous. >> yeah, it makes the markets nervous, all right, but it's really nothing new. we knew the economy was improving. we're looking at the numbers, the way the federal reserve is looking at the numbers. unemployment has improved a bit. housing has certainly improved. what's wrong with the story, jeff? >> i think the market is overreacting. i agree with your second guest. it's going to be interesting to me to see if they can pile on here the rest of this week. i have been looking for some kind of intermediate top. i thought it would come in july. but we are very close to where i think you're in a place where you could get the first meaningful pullback, and if the markets don't correct themselves and start back up, i'd say in the next day or two, i'd say that pullback is here. >> all right. let me get to gordon, because he's been on the floor watching the activity, finishing up, settling his trades. gordon, what did you see at the end of the day? i know we were going down, down, down, as the market digested that we could, in fact, see the tapering begin in september of this year.